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Stonehaven Financial Group

4.2

About this business

Location details

1111 East Commonwealth Avenue a, #A, Fullerton, CA, 92831, United States

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 2:00 p.m.
SatClosed
SunClosed
4.25 reviews
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Google User 
on Google
6 years ago

Stonehaven Financial, led by Keith Offel, has been a superior experience. We like the honesty, care, and integrity that Keith provides. We would recommend Stonehaven Financial and give them five stars! 

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Google User 
on Google
6 years ago

Went over our portfolio and talk about our options for the coming year. 

Google User's profile image
Google User 
on Google
6 years ago

When I first started investing with Keith Offel in Stonehaven Financial in 2004, I told him that I have other investments in the stock market and that I wanted a somewhat more conservative investing with his company. Over the past fourteen years, my portfolio has steadily grown beyond my expections except for 2008. I find Keith Offel and his staff A+ rated. They are always there to answer any questions. Since I turned 80, I decided it was time to travel more, give to my grandchildren, and to give to charities. I now receive ... read more

Google User's profile image
Google User 
on Google
6 years ago

They have been very helpful and very responsive....5 star rating 

Jeannette Katzir's profile image
Jeannette Katzir 
on Google
7 years ago

IF I could have given them a negative 100 I would have. Horrible, dishonest, deceitful. Run run away!!!! Keith Offer is also known as Wealth Management, Offel Financial and his newest name is Stonehaven Financial. Doesn't the fact that he's had all these different names bother you . . . WELL THEY SHOULD. My husband and I invested with Mr Offel. He boasted that he was an X-marine and had all these children and grandchildren, but what he didn't boast about, and should have was that he was about to and did sell me a product tha... read more

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Frequently asked questions about Stonehaven Financial Group

How is Stonehaven Financial Group rated?

Stonehaven Financial Group has a 4.2 star rating with 5 reviews. 

When is Stonehaven Financial Group open?

Stonehaven Financial Group is open now. It will close at 5:00 p.m.  

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